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Reilly Financial Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Reilly Financial Advisors’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-151
Closed -$3K – 1381
2015
Q1 		$3K Buy
+151
New +$3.24K ﹤0.01% 1101

Other funds holding EWH

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's EWH Position: Q2 2015 in Review

Reilly Financial Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q2 2015, closing a stake of 151 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in EWH in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 170 funds tracked by Wall St. Rank hold EWH as of Q2 2015.

  • Reilly Financial Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 151 iShares MSCI Hong Kong ETF shares in Q2 2015, an estimated $3K.
  • Reilly Financial Advisors first reported a position in iShares MSCI Hong Kong ETF in Q1 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's iShares MSCI Hong Kong ETF position peaked at $3K in Q1 2015.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.